Movement Alert｜Wolfspeed Inc. Falls 8.92% in Regular Trading, 800V DC Large-Scale Adoption Delayed to Beyond 2028

Market Focus

Aug 18

On August 18, Wolfspeed Inc. fell 8.92% in regular trading, trading at $32.645/share, with turnover of $22.71 million.

On the news front, independent research firm Semianalysis released a report indicating that NVIDIA's native single-ended 800V DC power architecture will see large-scale adoption delayed to beyond 2028, signaling a shift in the high-voltage DC roadmap. This directly pressured Wolfspeed, which had just announced a strategic partnership with Liteon Technology in early August to support 800V DC power solutions targeting hyperscale AI data center deployment using silicon carbide technology. The delayed roadmap undercuts market optimism regarding near-term partnership execution and revenue materialization.

Additionally, the broader Semiconductors sector traded lower on the day. Among sector peers, Intel fell 5.03%, SK hynix fell 4.90%, Micron Technology fell 3.85%, Advanced Micro Devices fell 3.24%, and NVIDIA fell 1.73%.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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Falls 8.92% in Regular Trading, 800V DC Large-Scale Adoption Delayed to Beyond 2028\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1054767329\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Market Focus </p>\n<p class=\"h-time\">2026-08-18 21:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><p>On August 18, Wolfspeed Inc. fell 8.92% in regular trading, trading at $32.645/share, with turnover of $22.71 million.</p><p>On the news front, independent research firm Semianalysis released a report indicating that NVIDIA's native single-ended 800V DC power architecture will see large-scale adoption delayed to beyond 2028, signaling a shift in the high-voltage DC roadmap. 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